+642.7%
BX vs HAL
+5.2%
+637.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.9% | 0.0% | -2.0% |
| 7D | -8.9% | -3.3% | -5.6% | -8.0% |
| 30D | -14.8% | +7.2% | -22.0% | -16.7% |
| 3M | +6.9% | -8.8% | +15.7% | +9.2% |
| 6M | +16.3% | +3.0% | +13.3% | +13.8% |
| YTD | -16.1% | +29.4% | -45.5% | -23.6% |
| 1Y | -26.8% | +62.8% | -89.6% | -38.2% |
| 3Y | +22.4% | -6.4% | +28.9% | +19.0% |
| 5Y | +16.0% | +103.6% | -87.6% | -12.9% |
| All | +642.7% | +5.2% | +637.5% | +432.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded HAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling